Equity Dealer-PCG (Jaipur)

☞ APEX SERVICES

View: 108

Update day: 06-05-2024

Location: Jaipur Rajasthan Udaipur Jodhpur

Category: Finance / Bank / Stock Insurance

Industry: NBFC

Position: Sales Officer

Job type: Full Time, Permanent

Salary: ₹ 3,00,000 - 7,00,000 P.A.

Experience: 2 - 7 years

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Job content

Dear Candidates,

Greetings From APEX SERVICES


We have opening for PCG DEALER” with us



Job Role:“PCG DEALER”

Designation:-PCG DEALER

Experience:- Min 1 yr

Salary:- 8 L.P.A.

Location:- JAIPUR,Jodhpur, Udaypur

ROLE:- INDIVIDUAL



Key responsibilities and accountability


  • To ensure active management of clients & achieve the target active AUM
  • To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
  • To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
  • To achieve healthy revenues without compromising on clients profitability
  • To have clear focus on client mining
  • To conduct regular Client Meetings & update the same in the meeting tracker
  • To attain maximum reach of investment ideas/stock calls initiated
  • To assist in new client acquisition, building new relationships and increasing depth in existing relationships
  • Keep abreast of the market news, financial trends and current affairs
  • To attend post result concalls, analyst meets for improved client servicing
  • To onboard NTC customers

Skills & Knowledge


  • Graduate / Post graduate with minimum of 2 to 3 years of experience
  • MBA in finance (preferred)
  • Proficiency in economics, accounting, financial statements and/or statistics
  • Familiarity with financial risk management strategies
  • Should have good communication & presentation skills.
  • Should be a self-starter, proactive & target oriented.
  • Should possess strong networking & relationship building skills

If interested revert me on same mail or call mention below number



Regards,

Ujjwal

7526043313

Apex.ujjwal@outlook.com

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Deadline: 20-06-2024

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